UP CLOSE AND PERSONAL
WITH YOUR CUSTOMERS.

Your customers expect plain, good old-fashioned customer care – delivered by state of the art technology, automated systems, self-service options and informed employees.

Having a clear strategy – from start to solution - is critical. Whether you're looking to automate customer service, marketing, e-business and business analytics functions we know how to make your journey a successful one. From discovery, goal and vision settings to delivering a comprehensive CRM road map coupled with a compelling business case.

Our proven approach to CRM strategy gives you the peace of mind knowing that you can take your business from where it is today, to where it wants to be tomorrow!

And you want your CRM to deliver powerful customer insights, and enhance your customer retention and acquisition capabilities - virtually giving you a 360° perspective. We can help you do that.

Navantis will develop a strategic plan and follow through with a disciplined, integrated, and monitored implementation solution that ensures your business has the least disruption in day-to-day operations while having the most successful outcome upon completion.

It's all about helping your business create enduring customer relationships while optimizing cost and operational efficiencies.

But with tightened resources, you may be finding the costs too steep. Good news. Our Online Services offer a complete solution for today's most advanced Microsoft enterprise applications, including Microsoft Dynamics® CRM. Navantis can help your business benefit from greater reliability, responsiveness, flexibility and affordability – access your CRM software anywhere. And incredibly, because there are no servers to purchase or complex IT implementations, your CRM solution can be up and running – fast!

We get you up to speed fast with results that make a difference. The goal of CRM is to better connect to your customers. When managed by a team of specialists dedicated and measured on successful CRM deployments, you can be confident we'll meet your objectives and that best practices are followed.

We are your one source for tried, true and trusted CRM project management. Here are some of the ways we can help your business accomplish more:

We can help you utilize CRM technology to unite your business around your customers' needs to drive long-term loyalty.

Over 80% of CRM deployment failures are caused by poor user adoption. Typically, the cause is a sales solution that is entirely management focused and does not take into consideration the needs of the front line team. We have extensive experience in managing sales teams AND in deploying effective solutions that your sales people will actually use. Navantis team leaders can help you create a powerful solution to more effectively drive your sales team.

Customer Service/Case Management
This is an extremely important pillar of the CRM solution as it can help your organization improve or solidify your customer relationships – critical in driving customer loyalty and increased market penetration. Through process improvement and workflow automation, we can help your business streamline your customer care process and increase retention rates.

Marketing and Communications
Campaign management is more than email – take advantage of the core marketing functionality in CRM for outreach or Corporate Communications purposes. Navantis partners with the industry leaders such as Core Motives and Exact Target to enable effective email marketing campaigns that drive results and increased loyalty for your business.

Integrated LOB Applications
Using Dynamics CRM as a framework and platform, Navantis is able to extend Dynamics CRM beyond the traditional Sales, Service and Marketing pillars. The advantage for your business? We are able to create unique Line Of Business applications that run on top of Dynamics CRM, while leveraging the same Workflow engine, Email Integration, Reporting, Dashboard and Security models - this allows these systems to finally reach the "one record" mantra by bringing all the data into one integrated system. This can increase your business performance and importantly, drive better customer service and care.

PeopleWorks CRM for Associations and Regulatory Bodies
Your organization manages hundreds to thousands of members, licensees and registrants who need to interact with you in a seamless and efficient manner. They want both traditional methods of interaction (phone, email, in-person) as well as self-service, empowering them to access information, to manage their profile and renew their status.

Peopleworks is purpose designed for associations and regulatory bodies. It can enhance your service levels to members and registrants by reducing administrative overhead, increasing self-service, improving collaboration and providing audit trails and business intelligence.

Custom built on Microsoft Dynamics, Peopleworks includes both core features and add-on modules enabling you to be up and running quickly with minimal configuration. Suitable for all sizes of organizations, Peopleworks can be delivered in a cloud or on-premise delivery model.

UTILITIES

Conservation Demand Management
Navantis CDM enables your utility to leverage the benefits of a robust relationship management engine to keep track of Applicants, Consultants, Projects, Rebates and related Properties. This powerful solution is designed to integrate into back office financial systems, set up automated business rules, queues and reporting to help manage Project Application stages, and forecast savings as well as payment schedules. Empower your organization to put its energy into taking care of business, not technology.

Investigations Management
The CRM platform provides the ideal feature set to enable your organization to effectively run inquiries or investigations, enabling you to assign cases to team members and escalate through the organization as necessary. Financial Services companies, Energy, Member Organizations, Internal Ombudsman – these are all examples where the Navantis Investigations solution will allow your teams to effectively run their investigations and management to clearly understand how effective they are in running and closing cases.

Stakeholder Management
More complex than standard Contact Management – Stakeholder Management gives your organization the ability to look at a single individual in many unique ways. A person may deal with your company as a customer, vendor, external influencer and even employee. The key is to be able to see how you connect with the individual in each role – but also in a consolidated view. Navantis has created this ability by creatively using the platform tools in Dynamics CRM. If you are an Association, Charity, Government Agency, Healthcare institution, or Distribution company this level of capability can be truly advantageous in improving your customer relationships.

HEALTHCARE SOLUTIONS

eReferrals
As you know, good patient referrals match patient, service and specialist. Fast. Delays can pose risks to patients, cause unnecessary stress and increase the burden on an individual who needs to focus on getting well. The challenge is the demand for healthcare continues to outstrip supply directly impacting patients in the referral process. If it remains broken, patient dissatisfaction, waste, and costs will continue to increase.

Our healthcare team has delivered proactive solutions bridging physician, specialist and facility referrals and wait-times. We address gaps between information and workflow, applications, organizations, providers and patients.

Physician Practitioner Credentialing
Dynamics CRM provides the flexible framework for tracking, reviewing and submissions around Practitioner credentialing. This includes peer reviews, committee approvals, professional training and qualifications management to meet the criteria for granting procedures clearance at various facilities and in different regions. Integrated into a clean and simple to use portal interface, your practitioner information can be easily accessed at any time using our secure and robust identity and security access infrastructure model.

Event Management
We make it easy for your organization to manage event logistics and finances, assign tasks to team members, manage your daily schedules, offer online registrations and payment – all using the Microsoft CRM platform. It's a smart way to ensure your event comes off without a hitch.

CRM Cloud
CRM in the cloud provides fast easy convenient access to your uniquely configured CRM solution. In the cloud means no infrastructure, no hardware to buy or maintain. It means security. It means reliability. It means your data and information is always available from any device. Find out how Navantis can help your organization embrace the many advantages of the cloud.

Mobile CRM
Navantis has CRM mobile experts on team – individuals who specialize in mobile strategy. Everyone believes that mobile is a necessity for CRM (and it is for certain types of users) but you need to ask some key questions to determine why it is required, by who and for what purpose. Remember –as great as phones are they are still not meant for intensive data entry. Maybe tablet technology is best for some while others can utilize their phones?

Let Navantis assist you with your roll out strategy. We can help you respond to customers faster. The mobile platform can extend your business productivity and service beyond the four walls of the office – providing your business with anytime, anywhere access to customer information.

Online Facilities Inventory and Order Management
Navantis offers a cloud-based software solution that can enable your business to automate all facets of your online operations. By providing your tenants and other clients with immediate access to facilities inventory your organization will be in a better position for growth and to become forerunners in this expanding industry.

With faster network access, video options, BYOD demand and increased functionality, companies like yours are betting on cellular applications to keep business moving. Our mobile CRM offerings extend your applications to any device, providing role-based information to the individuals in your company who need it. Sales, leads, field service, referrals, case management, KPI's, dashboards and operational information lets your employees conduct business wherever they are.